Why You Shouldn’t Pay Off Your Mortgage

It seems every local paper, financial network, or informative media source is reporting about the historically low interest rates, the fear of near zero or negative interest rates, and the discussion of economic growth because of these conditions. What does this...
Can an IRA Go Into an Irrevocable Trust?

Can an IRA Go Into an Irrevocable Trust?

By Lacey Kessler, Contributor Setting up a trust as an IRA beneficiary has advantages and potential pitfalls. The primary purpose of IRAs is to provide for the retirement needs of the original owner. However, IRAs have also become a useful tool in estate planning, and...
Don’t Be a Victim of These Costly IRA Myths

Don’t Be a Victim of These Costly IRA Myths

Time Money article by Don Cloud     Recently, a client came to me after her husband had died. She was 48 years old and was seeking guidance on how to handle her newly inherited assets. Her husband left her an IRA of about $100,000. Knowing that she would need the...
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